Trip Checklist

	A	C	D	F	H	I	K	M	N
1	Client:
2	Trip + Dates:
3	Advisor:
4
5	Set Reminder	Done		Set Reminder	Done		Set Reminder	Done
6	Client Information			Cruise			Insurance
7			Full Name			Deposit Paid			Insurance Quoted within 14 days of first payment
8			Date of Birth			Final Paid			Insurance Deadline Reminder
9			Copy of Passport (check 6 month validity)			Shore Excursions			Insurance Purchased
10			Known Traveler Number			Dining Reservations			Insurance Increased (with add'l components)
11			Redress Number			Air through Cruise
12			Frequent Flyer Numbers			Pre/post-cruise extension	Miscellaneous/Other Notes
13			Hotel Program Numbers			Virtuoso Cruise Program			Connect with Client
14			Dietary Restrictions			AX Cruise Credit
15
16	Special Requirements			Hotels			Final Documents
17			Visa(s)			Deposit Paid			Pre-departure Information Sent
18			Minor Authorization			Final Paid			Copy of Flights
19			Canada Entry DUI			Activities/Dining via Concierge			Copy of Insurance
20			COVID Requirements			Special Room Requests			Hotel Confirmations
21			Vaccination Requirements (non-COVID)			Hotel Program Numbers Entered			Touring Confirmations
22						VIP Email(s) sent			AXUS/itinerary finalized and sent
23									Emergency Contacts
24	Flights			FIT/Group Tour					Tipping Guidelines
25			Reminder for when Schedule Releases			Deposit Paid			All Trip Components Invoiced
26			Dates Match Trip			Final Paid
27			Cities/Airport Codes are Correct			Transfers Arranged
28			FF Number(s) Entered
29			Names Match ID
30			Record Locator
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